How to Add a Manual Journal Entry in Xero

Quick summary

Adding a manual journal entry in Xero lets you record custom accounting transactions with full control over debits, credits, and tax rates. This step-by-step process takes you from the Xero dashboard through to posting a completed journal entry in just a few clicks.

Steps

1. On the Xero dashboard, click Accounting in the top menu bar.
2. Choose Reports from the dropdown list of options.
3. Click Journal Report to proceed to the journal reporting area.
4. Tap Go to Manual Journals to navigate to the manual journals section.
5. Find and open the journal where you want to add a new entry.
6. Click Journal Options in the top-right corner of the journal view.
7. Select Edit to enter editing mode for the selected journal.
8. In the journal table, add a new entry by filling in the Description, Account, Tax Rate, Debit, and Credit fields.
9. Review your input, then click Post to save and submit the journal entry.
10. Confirm the manual journal entry has been successfully posted in Xero.